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Salesforce Platform Reviews: 4.5/5 — Highly Rated
Salesforce is a cloud-based software designed to help businesses find more prospects, close more deals, and provide customer satisfaction. It is a complete suite of products, that unites sales, service, marketing, commerce, and IT teams with a single, shared view of customer information, helping the business grow relationships with customers and employees alike.
| Company | Salesforce |
|---|---|
| Year founded | 1999 |
| Company size | 10,001+ employees |
| Headquarters | San Francisco, California |
| Social Media |
| Capabilities |
AI
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare Salesforce Platform with other popular tools in the same category.
Ease of use of the platform, and the amount you can do on it
Frustrating you need to do a database search in order to see everything rather than search bar
Concise place to keep notes on potential prosepcts
Number of standard features are available to ease your business Point & click features are available to customize things according to your business needs
Frequent updates are hard to remember Sometimes slow during maintainance
Data management is quite easy in salesforce, standard objects are available to store the data and manage the data smoothly. It helps to maintain a good customer relationship & help to grow your business
Salesforc allows automation tools that can be very helpful for the automation testers.We can easily make the workflows and flows from which we can save out time as compare to manual testing.We can easliy integrate third party automation tools to test the data.
Salesforce can be a bit complex for the testers who don't have much knowledge about the Salesforce Platform. So it require some training to learn about the Salesforce and it is also a bit high in licensing cost.
We integrate the TOSCA automation tool using Salesforce. Therefore, it improves our performance measurement and reduces the time spent on repetitive tasks when testing each scenario. It also eliminates human error. It also allows us to easily create, delete or modify profiles.
Salesforce provides a highly customizable platform that allows businesses to customize their CRM to their specific needs. This includes equipment, facilities, operations, and business processes. Salesforce provides automation tools such as workflows, workflows, and processes to help simplify and automate many business processes.
Salesforce Commerce Cloud can be very expensive, especially for small and medium-sized businesses. The cost structure may not be suitable for every organization. Using and customizing Commerce Cloud can be complex and require expertise from developers and administrators. This complexity can be problematic for small businesses with limited technological resources.
Salesforce Platform helps me provide robust integration capabilities, which can help overcome integration challenges associated with Salesforce Commerce Cloud. It connects Commerce Cloud with other Salesforce products, third-party applications, and external systems, streamlining data flow and improving overall business processes. It offers extensive customization options, enabling you to tailor Commerce Cloud implementation to meet specific needs. Custom development using tools like Apex and Visualforce can help address gaps in native Commerce Cloud features.
Salesforce allow us to create the validation rules from which we can make our data more accurate. It also allow us to automate the data entry task and reduces the manual work. Sp it will reduce the risk of human errors.
Some non-professionals find the Salesforce interface a bit difficult, especially if they are new to the CRM platform. It takes time to learn the platform correctly.
We are using workflows, flows and process builders so we can autoamte our invoice approval process. We are also using it to send the reminders regarding the payments and also tracking the expenses in a financial year.This process reduces the time and efforts of the manual work.
Salesforce allows us to place all the data at a single location so we can store our financial data that includes our transactions , invoices and expenses. We can easily access the data and there is no fear of losing the data. We can also integrate it with out financial softwares.
The mobile experience of Salesforce is not as much good for financial professionals. Salesforce is quite high in cost for small businesses.
We make reports for gathering the information about our growth in the financial year and we also create dashboards to see the comparison between the growths in the different financial years.It is highly customizable so we can create custom fields and use formulas that can help us to calculate the amount with tax or without tax easily. Salesforce has very good data security so it protects our sensitive financial information.
Salesforce Service Cloud provides out of the box customer service support with enhanced case management features and others like field service support, omni channel. Service Cloud has the capabilities to foster the business management by providing extreme services to the customers within the platform.
Salesforce Service Cloud should have some additional features such as customer calling features or sales dialer to call/schedule customers with easy approach.
Salescforce Service Cloud helped me to reach customers easily and manage their issues/cases within the deadlines and benefit my business customer support with more reliablity and grow the number of customers
Salesforce provides most effective customer relationship management.In Salesforce we can automate out tasks easily by using Automation tools like Flows and Process Builders.We can track the client data easily by creating Leads.
In Salesforce Lightning, when we display errors using the standard functionality (obj.addError), we are unable to show error lines on new lines; instead, we have to use commas or other separators to distinguish between the error messages.
In our organisation we are using salesforce to analyse the future sale of our product.Also, we are using Reports to easily managing and analysing the clients data, and dashboards are also such a good feature that we are aolso using to show our past and future sales.
The best use of Communty Cloud we can create content management sites without using any complex code which is very user friendly for the non coders. Community Cloud offers customization options so businesses can create brand pages and participate in online communities that fit their unique needs and brand.
Community Cloud is very expensive, especially for small businesses. License fees, maintenance fees, and ongoing maintenance costs can add up quickly.
Community Cloud allows organizations to create private and public online communities where they can interact with customers, partners, and employees.By using Community Cloud it is very easy to manage our different different content pages from a single source which enhances the power of content management.
As a Salesforce Partner while I am using the Partner Community the best thing about that is we can collaborate our organisation with the partners and we can give access od data to the partners according to the requirement.
Initially while doing signup to the Partner community it's more complex to do the setup so it's a basic need to take the of help of support team.
It helps our organization to manage the partners by providing us a platform where we can share our data with our partners easily.We can easily create the report by which we can analyze our sales.So it is very helpful to grow the organization effectively.
Salesforce allows us to manage potential projects and leads effectively.So we can track customer details and their information in one place and it makes easier to prioritize and qualify potential projects.
If we have to integrate our estimating software with other tools used in the construction industry for eg. building information modeling (BIM) software.Integrating these tools with Salesforce could involve additional development work.
Salesforce helps us estimate project costs effectively because manual data entry for estimation can be challenging. This can lead to errors in cost calculations. However, by using automated processes, validation rules, and custom fields, it reduces the risk of errors in cost calculations.
Easy to understand Point & click functionality available to customize your needs Most of the standard functionality is available to make the busniness workflow
Sometimes delay in customer support Sometimes its slow during maintainance
Data management is easy in salesforce, already a standard objects are available to store the data and it helps to maintain a good customer relationship & grow your business
What I like most about the Salesforce platform is it is cloud based platform which we can customize and tailor the platform according to the business needs and it has the ability to enhance the relationship with customer, improve productivity
There is no dislike about the Salesforce but some could be better that is cost especially for small businesses and Salesforce mostly reliance on internet which can be one of the disadvantage
Salesforce platform addresses key operational and customer related challenges resulting in improved productivity, data driven decision making and customer relationship and ability to adapt the business needs
Easy to understand the platform. Simplified implementation of changes as per the customer need. On time response to the customer request's. Provided variety of options and dashboard to use and to make our work easy.
Entire software is on cloud,we won't able to access offline
Easy to understand and manage huge data. Dashboard representation makes the understanding of complicated data in a simpler manner.
Lightning Flow is a very helpful tool that allow user to create complex and automated flows. This is very helpful and time saver for our business.We can create interactive and dynamic reports and dashboards.
Switching from classic to lightning is a bit complicated.If we need to switch then we have to learn more about the features of lightning.
In my organization Sales team and Marketing teams are working together to track the Leads and easily measure the Campaign effectiveness that helps us to convert more leads.
As Salesforce is a CRM based platform, provides solutions to the customers to their requirements, manages the relationship between customers. As its online cloud, anyone can work from anywhere.It provides customer support at greater extent.It has powerful automation tools to streamline the process and get notifications for routine tasks.It can integrate with other applications thus helps to grow customer's business.It provides powerful tools such as AppExchange, Trailhead, Lightning Components,Community Cloud, Customer support, Automation tools helps to implement this platform in a smoother way. Report and Dashboard feature provided by salesforce can be used frequently to keep their data up to date and useful for day to day operations.
Salesforce platform is somtimes take time to load. Due to its multitenant architecture,need to monitor governer limits.
Manual data entry can lead to data errors and duplication. so Salesforce data management tools provide solutions to load data very effectively with no duplicacy and also reducing errors.
I love how Salesforce Platform allows you to centralize all data from your sales operations.
I never had any bad experiences with Salesforce. In fact, the platform is vital for our operaiton.
Salesforce Platform helps our team easily access super valuable data to our sales operation. You can add taks to follow-up on negotiations, add insights you had on a meeting, log calls... predict revenue, generate dashboard... In a nutshell, the platform delivers magic!
It's been really helpful for prospecting, in my opinion, and I predict that ultimately every salesman will look for a platform that is as easy to use and maintain as this one. The main task that Salesforce has assisted me with is managing the database of all possible customers who are interested in our products.
because of its intricate pricing structure and the need for businesses to adjust and integrate, it is excessively costly.
Real-time tracking of customer purchases and inquiries is possible. By developing custom fields, procedures, validation rules, etc., users can effectively manage the distinctive perspectives of their organizations or themselves. Without Salesforce, I don't think I could be as productive as I am now. You need a system that enables you to stay on top of things and see things from your prospects' points of view if you want to target the right people at the right times.
I can develop custom apps and sell it on appexchange easily as most of it is no code platform
Governor limits are the main issues which limits to scale my app to enterprise level
It helped me to develop custom apps on real life problem which I uploaded on appexchange so that other can benefit too.
It provides more information you need on the main page
It has a lot of hyperlinks that routes you to a different page.
Changing the interface or upgrading the tool that gives us more visibility to information.
Its gives me already built in functionalities which I can use on the go without having to develop from scratch. Customer support is too good.
Some custom components are not much customizable as a result we need the help of developers to make other components from scratch
it provides seemless support for integrating various platforms like twilio,react etc. It helped me develop custom apps through we can send sms and connet with customers
Ease of use. You are to create reports so that you can stay on top of data. Using flow so that automatic emails go out and tasks are automatically assigned so it frees up recruiters to call. Support is great they get back with you the same day and walk you through things.
The system admin side can be a bit frustrating with all the different areas to deal with.
The have a great volunteer program that we have utliized to help us get going in the right direction on the tools within.
Salesforce is an absolute game-changer for our business. This Customer Relationship Management (CRM) platform has revolutionized the way we manage our customer interactions and streamline our operations. Salesforce's user-friendly interface and extensive suite of tools make it a versatile and indispensable asset. From managing leads and opportunities to tracking customer support cases, it covers all the bases. The platform's customization options are particularly impressive. We've been able to tailor Salesforce to our specific needs, creating a CRM solution that aligns perfectly with our business processes. One of the standout features of Salesforce is its automation capabilities. Workflows, process builder, and Lightning Flow have saved us countless hours by automating repetitive tasks and ensuring our data is always up-to-date. Plus, the analytics and reporting tools provide valuable insights into our business performance, helping us make data-driven decisions. The customer support and community around Salesforce are excellent. If we ever run into an issue or need assistance, the resources are readily available. The Trailblazer Community is a valuable platform for sharing knowledge and getting advice from experienced users. Overall, Salesforce has become the backbone of our business operations. It has helped us increase efficiency, improve customer relationships, and drive growth. I wholeheartedly recommend Salesforce to any company looking to elevate their CRM and take their customer management to the next level.
Nothing. In fact I can recommend this to my friends and colleagues and will maximize it
Salesforce is an absolute game-changer for our business. This Customer Relationship Management (CRM) platform has revolutionized the way we manage our customer interactions and streamline our operations. Salesforce's user-friendly interface and extensive suite of tools make it a versatile and indispensable asset. From managing leads and opportunities to tracking customer support cases, it covers all the bases. The platform's customization options are particularly impressive. We've been able to tailor Salesforce to our specific needs, creating a CRM solution that aligns perfectly with our business processes. One of the standout features of Salesforce is its automation capabilities. Workflows, process builder, and Lightning Flow have saved us countless hours by automating repetitive tasks and ensuring our data is always up-to-date. Plus, the analytics and reporting tools provide valuable insights into our business performance, helping us make data-driven decisions. The customer support and community around Salesforce are excellent. If we ever run into an issue or need assistance, the resources are readily available. The Trailblazer Community is a valuable platform for sharing knowledge and getting advice from experienced users. Overall, Salesforce has become the backbone of our business operations. It has helped us increase efficiency, improve customer relationships, and drive growth. I wholeheartedly recommend Salesforce to any company looking to elevate their CRM and take their customer management to the next level.
The platform is a great tool as as a platform for our customer's profile.
It's great as it is. If it's gonna be improved further, will surely benefit us.
It's great with providing customer's profile and ensuring everything can be found easily.
Dashboards (for targets and stats), meeting tracker, case tracker, event information and so much more!
Can't think of anything! It's all great in my opinion.
Helping me track my appointments/meetings with my students and to see who else they have met with - this allows me to see if they've met with people in different departments that can help them.
The salesforce platform has so many features like case creation, assigning it to the related people by using queues, we can create reports and dashboards according to our business needs. Also it keeps our data safe. We have a chatbot,live-agent,sending whatsapp messages using one-click button.
Sometimes the process time is too much. Also the user interface can be made more user friendly. For new bees it will be a bit confusing to find the functionalities.
In our day-to-day work we are working with salesforce for logging the cases and closing them. It is saving our time and effort too. Also there features are for supervising the cases like omni supervisor which gives complete dashboard of case assignment.
Easy to use Easy to implement things according to your business as most of the standard things are already available for use
Less scope for Automation testing in salesforce Availability of salesfoce licence and license is expensive Sometime delay in customer support
Salesforce is managing a business and maintaing the customer relationship, its easy to store your data in this and already a standard objects are available that you can use to run and maintain the flow of your business
I like it because it offers very user freindly Interface which is important when sales person are not so educated. It has web to lead functionality which is amazing in which it offers "Web To Lead" form that we can attach on our websites and other places where customer reach is higher, by submitting this form automatically leads get genearted into the salesforce system. I have integrated the system with third party which is very simple using its low code development tools like flows.
The main point I dislike is that generating quote in salesforce is not staright forward and if you are not technically strong then you need developers to setup it and to do development which is costly.
It helps me to get more customers using its web to lead form feature which is really amazing. It helps the sales team to boost the productivity in business as they can access the customers data anywhere as it is cloud based system. It helps me to build automations using flows in it which is a drag and drop tool in it to make automations. It helps me to analyse data using its cool reports and dashboard.
I like that is intuitive and that all information is in one place so you don't really have to use other softwares to have everything in place.
It can be tricky at first as there is so much you can do and possibilities are infinite, but once you get through that phase, everything starts rolling out.
client management and automations/integrations with other softwares, and that is beneficial as you have all information in one place so it's really easy to find information whenever you need it.
Salesforce greatly simplifies our work. The majority of development is done entirely through configuration. We are receiving a salesforce platform that will handle our workload and cut down on the amount of work we do. the fact that our data is safe here is the most important factor.
I don't sense any hostility. However, there is ample opportunity for improvement in their functionalities.
The salesforce platform managed our work kind, work hours, and daily work status in my prior employer. and it was useful in assessing the performance on a daily, monthly, and annual basis. Because of the very user-friendly Salesforce UI, we can quickly obtain and fill out all the information.